Hone your existing skills and develop new ones with QUT Online's suite of micro units.
Unit Code: EFQ429
Contact hours:
A key component of providing financial planning advice is understanding how to manage client investments.
Become well-versed in the foundational knowledge that underpins best practice client investment management. Form an understanding of the financial concepts and issues that feed into investment management, allowing financial planners to help clients set strategic investment goals and establish comprehensive risk profiles.
Students will learn to analyse financial data and apply investment management strategies in a financial planning context. This is achieved by developing critical thinking and broad information literacy, then applying investment management strategies to real-world financial planning cases.
Explore the range of units QUT Online has to offer.
Speak to a Course Consultant on 1300 104 196 to discover the right study option for you.
Contact us